Managing Merchant Permissions in the
Business Center

The topics in this section describe how to grant access to the eCheck module for your MID.
Before they can access the eCheck module, your team members must have user access permissions. To grant individual team members access to the eCheck settings for your MID, create user roles with user permissions to access the eCheck module, create user accounts for your team members, and assign each user account to one of the roles you created.

Creating Roles

Follow these steps to create a new user role:
  2. Account Management
     >
    Roles
    . The Terminal Settings Page appears.
  3. Click
    Add a New User Role
    .
  4. Enter the role name and description.
  5. Under eCheck Permissions, review and add any of these permissions:

    ADDITIONAL INFORMATION

    eCheck Status View
    Gives view permission for eCheck status field.
    eCheck Settings View + Template View + Merchant Boarding View
    Gives view permission for these fields:
    • eCheck Descriptor
    • Apply hold on all funding
    • Allow credits
    • Allowed eCheck transaction types
    • Number of days before funding
    • Settlement Account Balance
    • Estimated Total Monthly Sales
    • Average Order Amount
    • Actual Transaction Volume (current month, as of today)
    • Largest Expected Order Amount
    • Name on Bank Account
    • Account Type
    • Routing Number
    • Account Number (last four digits)
    • Reserve Account Balance (fixed $ amount)
    • Reserve Method
    • Reserve Rate (% of TPV)
    • Reserve Holding Days (number of days)
    • Reserve Target (fixed $ amount)
    eCheck Business Address Information View + Merchant Boarding View
    Gives view permission for these fields:
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    eCheck Business Address Information Management + Merchant Boarding Manage
    Gives view and edit permissions for these fields:
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    eCheck Business Process Information View + SPS Application View
    Gives view permission for these fields:
    • When is the Customer Charged?
    • Describe when the Customer is Charged (conditional display)
    • Do you Offer Subscriptions
    • Subscription monthly percentage
    • Subscription quarterly percentage
    • Subscription semiannual percentage
    • Subscription annual percentage
    • Timeframe to Product Delivery
    eCheck Business Identifying Details View + Merchant Boarding View
    Gives view permission for these fields:
    • Legal Business Name
    • Doing Business As
    • Business Type
    • Business Start Date
    • Website URL
    • Merchant Category Code (MCC)
    • Business Description
    • Phone
    eCheck Business Identifying Details Management + Merchant Boarding Manage
    Gives view and edit permissions for these fields:
    • Doing Business As
    • Business Description
    • Phone
    eCheck Owner Information View + SPS Application View
    Gives View permission for these fields:
    • First Name
    • Last Name
    • Email Address
    • Mobile
    • Country
    • Street Address 1
    • Street Address 2 (Optional)
    • City
    • State
    • ZIP Code
    • Job Title
    eCheck Statements View
    Gives view permission for the settlement and reserve account statements.

Creating a User Account and Adding Roles

Follow these steps to create a new user account and add roles:
  1. Log in to the
    Business Center
    :

    ADDITIONAL INFORMATION

  2. In the left navigation panel, under Account Management, choose
    Users
    .
  3. Click
    Add User
    .
  4. Add the user details.
  5. Select a role from the ones listed in Creating Roles.